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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Cetera Advisors
Colorado
$224K +$224K +2,099 New
SFG
252
StrategIQ Financial Group
Indiana
$220K +$221K +2,069 New
CBFP
253
Cedar Brook Financial Partners
Ohio
$219K -$107 -1 -0%
S
254
Surevest
California
$217K +$854 +8 +0.4%
SSWM
255
Sheets Smith Wealth Management
North Carolina
$216K +$217K +2,030 New
LIM
256
Leavell Investment Management
Alabama
$213K
FTUS
257
Flow Traders U.S.
New York
$212K -$2.51M -23,530 -92%
MWA
258
Martel Wealth Advisors
Washington
$212K -$4.7K -44 -2%
SBA
259
Secrest Blakey & Associates
North Carolina
$189K +$59.9K +561 +46%
AWMS
260
Advocacy Wealth Management Services
Georgia
$183K
FPS
261
Fieldpoint Private Securities
Connecticut
$181K -$411K -3,850 -69%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$166K
CDIA
263
Capital Directions Investment Advisors
Georgia
$162K
OIA
264
Optimum Investment Advisors
Illinois
$160K
VCM
265
Vigilant Capital Management
Maine
$155K
AA
266
AlphaMark Advisors
Kentucky
$151K -$21.4K -200 -12%
PFO
267
Pathstone Family Office
New Jersey
$143K
PWP
268
Personal Wealth Partners
Minnesota
$140K -$1.83M -17,175 -93%
HCC
269
Hirtle Callaghan & Co
Pennsylvania
$134K
RIA
270
Realta Investment Advisors
Delaware
$131K -$12.8K -120 -9%
CQS
271
Credential Qtrade Securities
$128K
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$108K
PA
273
Parallel Advisors
California
$104K -$82.7K -774 -44%
Lazard Asset Management
274
Lazard Asset Management
New York
$101K
CPA
275
Capital Planning Advisors
California
$101K +$101K +945 New